See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,811 | $214,378-67.9% | $200,582-65.7% | $142,382-51.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.64% | 46.41%-32.8pp | 42.33%-28.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,494 | $6,841-78.2% | $6,419-76.7% | $4,299-65.2% |
| Participant deferral / active EE | $9,156 | $9,865-7.2% | $9,331-1.9% | $6,507+40.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |